Institutions / Arq Wealth Advisors, LLC
Arq Wealth Advisors, LLC
CIK 1811827 · Institution · as of Dec 31, 2025
Portfolio value
$370.55M
Positions
135
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 135 →
| Company | Value | % of portfolio |
|---|---|---|
| American Centy ETF Tr | $18.05M | 4.9% |
| iShares Tr | $15.19M | 4.1% |
| J P Morgan Exchange Traded F | $11.92M | 3.2% |
| SPDR Index Shs Fds | $11.85M | 3.2% |
| Vanguard World Fd | $11.75M | 3.2% |
| Columbia ETF Tr I | $11.64M | 3.1% |
| American Centy ETF Tr | $11.33M | 3.1% |
| Invesco Exch Trd Slf Idx Fd | $11.25M | 3.0% |
| J P Morgan Exchange Traded F | $10.79M | 2.9% |
| Global X Fds | $10.58M | 2.9% |
| Dbx ETF Tr | $9.92M | 2.7% |
| Dbx ETF Tr | $9.68M | 2.6% |
| iShares MSCI UAE ETF | $9.63M | 2.6% |
| American Centy ETF Tr | $9.56M | 2.6% |
| SPDR Series Trust | $8.77M | 2.4% |
| Simplify Exchange Traded Fun | $8.75M | 2.4% |
| Vanguard Index Fds | $8.20M | 2.2% |
| SPDR Series Trust | $7.32M | 2.0% |
| SPDR Series Trust | $6.80M | 1.8% |
| iShares Tr | $5.78M | 1.6% |
| SPDR Index Shs Fds | $5.66M | 1.5% |
| Vanguard Tax-Managed Fds | $5.25M | 1.4% |
| Global X Fds | $5.23M | 1.4% |
| iShares Inc | $4.98M | 1.3% |
| Vanguard Whitehall Fds | $4.93M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.